Chart of Accounts Basics in Quickbooks Online

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  • เผยแพร่เมื่อ 9 พ.ย. 2024

ความคิดเห็น • 141

  • @hilaryjl1
    @hilaryjl1 3 ปีที่แล้ว +14

    You explain everything so clearly, thank you! Your videos are extremely helpful to me.

  • @bridgetthompson3284
    @bridgetthompson3284 4 ปีที่แล้ว +3

    Thank you so much! I am sitting here in TEARS because i have years of company files that are WRONG! I have to start over with quickbooks online!

  • @melissarankin2201
    @melissarankin2201 2 ปีที่แล้ว +2

    I appreciate the way you explain everything. I am very new to QBO and trying to set up my Chart of Accounts. I understand the value of doing it right from the get-go. Thanks for your help.

  • @hadassahcaicedo1008
    @hadassahcaicedo1008 4 ปีที่แล้ว +2

    😯 I'm alive now, you are my professor really and thank you 😊 I'm a new small business owner that you are training now I hope to get it as good as you 🙏 I appreciate it

  • @PupcreekStudio
    @PupcreekStudio 3 ปีที่แล้ว +1

    Huge help. The part regarding confusing COA line items spot on. COA detail but no more than you need.

  • @TrainingAccount-k3v
    @TrainingAccount-k3v ปีที่แล้ว

    you are brilliant and I do believe you help so many people out there with their jobs - Million thanks because you also explain perfectly

  • @zengyunhartman9559
    @zengyunhartman9559 3 ปีที่แล้ว

    This video is very helpful to me. It's clear and easy to understand. In 2019, I studied the Quickbooks online, and obtained the certificate. However, there was no video in the previous studying. I learned various forms and operations were carried out in the textbook. This time I am learning QuickBooks, the QuickBooks company provided many videos and detailed explanations and guidance. It deepened my understanding of QuickBooks. And I'm very interested in QuickBooks. Thank you.

  • @kristenturvey468
    @kristenturvey468 4 ปีที่แล้ว

    My only issue is the fact my husband is trying to help me in Quickbooks while he is also working on the estimates for clients. So I'm needing his help to figure out what ones to delete because I'm not sure. Your videos help so many people! We're getting Quickbooks re-setup from years ago and trying to get things back to normal.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว

      Good

    • @normahernandez3471
      @normahernandez3471 4 ปีที่แล้ว

      Good morning Kristen you should consider hiring an accountant,
      Prestigeaccountant.com
      They can help you work all the data entry and reconciliation.🙂

  • @tonetea2026
    @tonetea2026 3 ปีที่แล้ว +1

    Hi Hector. I am an avid fan but may you please show us a video about 1099 forms ?
    how to prepare them
    when can we access them using our QB Payroll
    Pros and Cons if we use QB to prepare 1099
    anything that you know about 1099 would really help us a lot.

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 ปีที่แล้ว +1

      There is a video on 1099 search it

  • @rayzucchero9478
    @rayzucchero9478 2 ปีที่แล้ว +2

    Great guy you are, first, and then a great accountant!

  • @CaptainCorpuscle1
    @CaptainCorpuscle1 2 ปีที่แล้ว

    Thank you for doing this In the middle of the night for us

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 ปีที่แล้ว

      Je je.. most of my videos are done at midnights

  • @Nenita1923
    @Nenita1923 8 หลายเดือนก่อน

    Hi Hector, do you have a tutorial on closing the year end? the set by step tutorial

  • @muhammadumer9914
    @muhammadumer9914 2 ปีที่แล้ว +1

    How can I get take full quick books course

  • @katechipata9934
    @katechipata9934 3 ปีที่แล้ว

    Your channel is a Godsend 🙏🏾

  • @helalahmed7428
    @helalahmed7428 ปีที่แล้ว

    Your Explain is very easy to understand!

  • @gladysescalona3418
    @gladysescalona3418 ปีที่แล้ว

    Hola Héctor, gracias por esos cursos. Soy contador graduada en Venezuela, porque sugieres hacer el curso en Coursera de Intuit en contabilidad?

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว

      Por ser el mas barato y facil

    • @gladysescalona3418
      @gladysescalona3418 ปีที่แล้ว

      Tú crees que me pidan certificado para trabajar en Us?

    • @gladysescalona3418
      @gladysescalona3418 ปีที่แล้ว

      Quiero trabajar en mi campo y no que que me vayan a pedir?

  • @samuelfullman
    @samuelfullman ปีที่แล้ว

    Hector, second video of yours I've watched. Also subscribed. Thanks!
    Question: suppose I start a company and purchase a house with a 300K loan
    - I have a liability on day one of 300k to the lender
    - I have an asset also of 300k in the house
    Now, forgetting everything else (like payments and money I make), over time the house's perceived value climbs to 600k (an easy to remember number)
    I would like to make an entry of 300k somewhere to show actual appreciation
    What kind of account would I use? I've seen `unrealized gain/loss` and `accumulated depreciation` on search but not sure.

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว

      You dont enter appreciation in accounting

  • @laritzalamacraft3114
    @laritzalamacraft3114 ปีที่แล้ว

    Could you please make a video explaining how to record taxes paid on purchases. Let's say the company bought a vehicle and taxes were paid on the cost, how do you record the portion part of the taxes paid in QuickBooks online. Thank you in advance.

  • @Michael-lo3ht
    @Michael-lo3ht 3 ปีที่แล้ว

    I'm just starting a single-member LLC for items that I make. I wanted to convert to an actual business to help expand my reach and be able to sell at like farmers markets, etc. But now I keep hearing you need a lawyer, you need an accountant, etc. At that point to me it's no longer a small business. That or the fact spending that much money it's out of reach for my small business. My main point is I want the chart of accounts, and QuickBooks setup properly to begin with. But how can I get that done at a reasonable price?

  • @nekoneko8873
    @nekoneko8873 ปีที่แล้ว

    Hello Hector, We resell products (non-inventory). What should be the category of expenses to buy the stocks of products we resell? "Supplies" since it's non-inventory?
    Also, should we only use the "inventory asset" category if we are tracking inventory?
    Thank you!

  • @dianeweckesser4912
    @dianeweckesser4912 4 ปีที่แล้ว +1

    Thanks for the info Hector. You explain things very well. I'm a new user to QBO. I'm a treasurer to a small church and want to use it for our church. I tried last year but just was overwhelmed so I just did the year manually - automating portions in excel for reporting - and to get a handle on how the church worked it's finances (retired programmer not finance!). So now I'm ready to try and use QBO - could I talk to you regarding CoA's or have you briefly review what I did last year and have you look at it for set up purposes? Would love to get your thoughts. Diane

  • @LuisAngel-rb4mz
    @LuisAngel-rb4mz ปีที่แล้ว

    Hector estoy iniciando mi compañía en Quickbook! Tú haces asesorías personales a compañías???

  • @bb-of3qz
    @bb-of3qz 5 ปีที่แล้ว

    Great stuff but I find most of our clients don't want to use QB online. We are 90% desk top but we are moving to Onvio for tax this season from Proseries desk top so we'll see. Once again good stuff.

  • @noormotani9719
    @noormotani9719 3 ปีที่แล้ว +1

    Your videos are hardly audible. That’s why I am always reluctant to watch your videos.

  • @launchpad4np
    @launchpad4np 3 ปีที่แล้ว

    Hi ! Do you have any tutorials on how to setup a nonprofit grant on QBO? Thx

  • @NevaehBeatez
    @NevaehBeatez 4 ปีที่แล้ว

    How should recurring bills be handled? Should I create a dedicated liability account for them? So that I can see the balance owing to specific vendors? For example, electrical bill.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว

      NevaehBeatez just a bill going to AP as normal.

    • @NevaehBeatez
      @NevaehBeatez 4 ปีที่แล้ว

      @@HectorGarciaCPA The problem with that method is that however much I owe the power company is treated like a credit. I don't make payments on specific bills but rather on the total balance itself. Having an expense category dedicated to the bill only shows me how much I've been charged over a given period. I want to see what's remaining to be paid.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว

      NevaehBeatez then just write the check or enter the expense to the utilities expense account

    • @NevaehBeatez
      @NevaehBeatez 4 ปีที่แล้ว

      @@HectorGarciaCPA Again, the expense account is only good for seeing how much I've spent in total. Not necessarily how much is remaining on my bill. That's why I thought about creating a separate liability account so that I can treat it like credit which needs paid off. The problem with writing it to the expense account and simply holding on to the bill is that I never know how much is remaining on my bills, especially if I have 3+ and they're all considered a single credit.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว

      NevaehBeatez I can’t follow sorry... if you want to schedule a consultation, we are open to that.

  • @yenidamariscamerolezama8645
    @yenidamariscamerolezama8645 3 ปีที่แล้ว

    Hi Hector Garcia, congratulations for your videos, i like your shirts two , i have a questions? i want to buy the software but it is to learn and prepare to do accounting, you can advise me which one i buy, i have learned a little for you but i understand a little English and it has been said difficult.

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 ปีที่แล้ว

      Use the link in my description to setup a free 30 day trial

  • @graceapostol7029
    @graceapostol7029 3 ปีที่แล้ว

    Hello hector, is it possible to download QB and create a test company so I can navigate the QB realtime? Well since there is a 30 day trial. I preferred to do hands on while watching your video. Thank you

  • @sloflo1
    @sloflo1 4 ปีที่แล้ว

    What example of tools are considered expenses and at what dollar value do they become fixed assets? I can buy a $200 drill or a $2000 plate compactor for example. Are either fixed assets?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว

      Some companies use $500, others $2500 are the threshold from expense to asset

  • @katiehenry6221
    @katiehenry6221 3 ปีที่แล้ว

    Where can I download your chart of accounts?

  • @carlel121
    @carlel121 3 ปีที่แล้ว

    Hello, if I use cash to buy something for my company or other card that is note specifically for business, how do I include that to my account? And how do I delete some expenses note specifically for business

  • @marioalvarado9159
    @marioalvarado9159 3 ปีที่แล้ว

    Hi. For some reason when I run my Balance Sheet display Account Receivable first instead Cash on hand.

  • @donnamaesartiga3354
    @donnamaesartiga3354 2 ปีที่แล้ว +1

    hello how can i use quickbooks on my lazada sales plz help i dnt know what to do

  • @AmatoAllahi100
    @AmatoAllahi100 4 ปีที่แล้ว

    Thank you Hector for all videos, we learned a lot thanks to you :)

  • @tamstate
    @tamstate 3 ปีที่แล้ว

    I am trying to switch from Quickbook online to desktop. Is there any similar function on quickbook desktop as well? do you have any video regarding chart of accounts or specify deposit (sale) to match revenue?

  • @johnlaunchillegotardo2366
    @johnlaunchillegotardo2366 4 ปีที่แล้ว

    Thank you for these informative videos. I do have a question though. How many days or weeks for me to be an expert or somehow be knowlegeable in Quickbooks? Thank you. 😁😁😁

  • @Minerking7
    @Minerking7 3 ปีที่แล้ว

    Hello Hector it's me again. 😅 I appreciate you answering one of my questions before. If I use Google drive and pay for more storage would that fall for office supply/ software in quick books?

  • @sheristevens2981
    @sheristevens2981 3 ปีที่แล้ว

    This was very helpful! Thank you!

  • @jarrarmehdiunknown8179
    @jarrarmehdiunknown8179 2 ปีที่แล้ว

    How to add cash type ?

  • @jamesleonard3629
    @jamesleonard3629 3 ปีที่แล้ว

    Can fuel charges be considered COGS for a transportation industry business?

  • @eved.7038
    @eved.7038 2 ปีที่แล้ว

    Very well explained.

  • @dons1643
    @dons1643 5 ปีที่แล้ว

    Very good information. Thank you.
    Question: do you cover more advanced, QBO importing from Excel to an existing COA in QBO already? do I need numbers if my existing COA has numbers or can I just import the account names and then edit them in QBO? and editing/adding accts as you go along...

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 ปีที่แล้ว

      If we setup a one-on-one, we could cover any topic you can’t find in TH-cam

    • @louietoltolvlog9699
      @louietoltolvlog9699 2 ปีที่แล้ว

      @@HectorGarciaCPA I am sorry...there's no one I can get my answer..I studied bookkeeping but lecture has no knowledge...you're the only one who can answer me..
      This is my quickbook desktop profit and loss statement...I think i need to set up a correct chart of accounts again..
      FOR EXAMPLE OF MY QUICKBOOK IN DESKTOP P& L STATEMENT IN AUG.
      ordinary income/expense
      1. income
      cash income 20,000 (cash tips included)
      credit card sales 300,000 (card tip included, may be sales tax included)
      doordash 5000 (card tip included)
      total sales income : 325,000
      or
      2. in pos sales receipt,for example
      total sales 250,000 *
      sales tax 2,500
      cash income 10,000
      cash tip 10,000
      credit card sales 200,000
      card tips 100,000
      doordash sales 4000
      doordash tip 1000
      My question
      s is ; between # 1 and # 2
      is gross sales income 250,000 here?
      or 325,000?
      Payroll expense 90,000 (regular wages, paid tips included)
      should I pay two paychecks for one wage and the other tip only?

  • @sandraalba2859
    @sandraalba2859 2 ปีที่แล้ว

    Héctor buenas tardes ! Te quería pregunta si yo quiero empezar mi negocio de bookkeeping cuál versión de Qb me recomiendas comprar?

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 ปีที่แล้ว

      QuickBooks Desktop Accountant 2022 que vale como $900. O QuickBooks Online Accountant que es gratis para el contador, pero cada cliente paga su mensualidad de $25-$180/mensual

    • @sandraalba2859
      @sandraalba2859 2 ปีที่แล้ว

      Yo trabaje en una oficina donde hacíamos contabilidades y creo que usábamos Qb Desktop pro

    • @sandraalba2859
      @sandraalba2859 2 ปีที่แล้ว

      Ese me cuesta $350 por año, mi duda es si puedo hacer contabilidades para varios clientes en ese programa ?

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 ปีที่แล้ว

      @@sandraalba2859 si… pero el Accountant es mejor vale $900 y dura 3 años

    • @sandraalba2859
      @sandraalba2859 2 ปีที่แล้ว

      Ok muchas gracias,!

  • @sokunthearyson1590
    @sokunthearyson1590 3 ปีที่แล้ว

    May kindly assist to advise for Reimbursement bill back to customer? because when create invoice in quick book online create invoice it auto under Invoice not under Reimbursement
    Can you please advise

  • @Bbliophyl
    @Bbliophyl 5 ปีที่แล้ว +1

    Great video. Wish I’d started with this video a month ago. Can accounts in a chart of accounts still be deleted? Or only made “inactive”? I don’t see the option to delete.

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 ปีที่แล้ว

      Leah K. Scott inactive only.. no “delete” any more

  • @sardaralam1409
    @sardaralam1409 4 ปีที่แล้ว

    Hi Sir,
    How do i record sale of shop or plot in real estate company when payment is made on proper scheduled?

  • @hectoragustin6178
    @hectoragustin6178 ปีที่แล้ว

    Hola Hector, soy Hector de Guatemala jajaja tengo una duda y quisiera ver si me puedes ayudar, quisiera saber si la version de Quickbooks Enterprise solutions 21.0 tiene la opcion de realizar cargas masivas desde excel para crear facturas de compras o de ventas (no para crear a los proveedores o clientes) sino para crear las transacciones masivas y no hacerlo una por una . muchas gracias por tu valiosa ayuda....

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว

      Si las transacciones tienen múltiples líneas, necesitas un app tercero que se llama Transaction Importer Pro, vale como $200

  • @RonnelsStampStudio
    @RonnelsStampStudio 5 ปีที่แล้ว

    Hi Hector, I have searched everywhere and cannot find an answer. Is there a way to bulk delete the "To Do List" items in Quickbooks Desktop or do I have to delete each item individually? Thank you in advance.

  • @marthamedina4533
    @marthamedina4533 3 ปีที่แล้ว

    Hi Héctor, I'm looking in the chart of account, it look like I have 2 of the same account showing, how can I making into one.

  • @aminkamyar2096
    @aminkamyar2096 5 ปีที่แล้ว

    Hello Hector, Here in Afghanistan I work in a company which supplies Engine oil. We sell it in debt to our customer and they pay us weekly. Sometimes some customers miss it to pay their A/P in terms of weekly schedule... how can I create a report that shows me those customers who did not paid for example in the last 3 weeks? Thanks

  • @Finhead113
    @Finhead113 4 ปีที่แล้ว

    Hector, are you aware of an ongoing issue with synchronizing Amex Business cards with QBO--Error code (591)? It's been two weeks and several calls to Quickbooks with no fix yet. Have you experienced this? I'm frustrated.

  • @intotyping8029
    @intotyping8029 3 ปีที่แล้ว +1

    Thank you! Really valuable!

  • @farrukhbashir1693
    @farrukhbashir1693 4 ปีที่แล้ว

    Hi Hector, is it possible to Customize the order of accounts as they appear on report I.e my QBOnline in BS has accumulated depreciation before showing fixed assets such as building equipments. Is it possible to do so, how?

  • @samrogers9515
    @samrogers9515 4 ปีที่แล้ว

    Great job Hector!

  • @jg5272
    @jg5272 4 ปีที่แล้ว

    Excellent video! Thank you 😊

  • @moirapottow6225
    @moirapottow6225 5 ปีที่แล้ว

    Is there a way to create a new QBO company with a blank Chart of accounts so you can enter your own COA instead of making all preset accounts inactive and then entering your own.

  • @quickfix8917
    @quickfix8917 3 ปีที่แล้ว

    Hi, Hector Great video. How do I correct back account balance so I can start reconciling my back account correctly? Thank you.

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 ปีที่แล้ว

      You might need to undo any reconciliations done

  • @corysmith6868
    @corysmith6868 3 ปีที่แล้ว

    is there a way i can set up my business checking account and personal checking account in QB but still organize everything in a way that business and personal stay separate?

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 ปีที่แล้ว

      It’s not recommended, QB is meant to produce a business report only

  • @shraddhasvlog6748
    @shraddhasvlog6748 2 ปีที่แล้ว

    Nice explain.

  • @bevgibbs2288
    @bevgibbs2288 4 ปีที่แล้ว

    If you delete a chart of account, and have a past transaction under that chart name, does that mess up the balance going forward?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว

      Bev Gibbs if you delete a balance sheet account with balances, yes.

  • @michaelkleimeyer7910
    @michaelkleimeyer7910 4 ปีที่แล้ว

    Should Amazon be considered a Vendor or a Customer can they be both? They pay us for products sold( Customer) but bill us for services (Vendor)
    Thanks

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว

      vendor when you buy from them, customer when you invoice them

  • @zengyunhartman9559
    @zengyunhartman9559 3 ปีที่แล้ว

    Hello MR. Hector Garcia, I have a question. When I want to make an account " inactive, " but I clicked " deleted " by mistake, is there a tool or step to restore the deleted account? Or do I need to create a new account for the deleted account.

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 ปีที่แล้ว

      You need to show all the accounts (including inactive) and then edit it

    • @zengyunhartman9559
      @zengyunhartman9559 3 ปีที่แล้ว

      @@HectorGarciaCPA Thank you for your reply.

  • @eiengel8563
    @eiengel8563 4 ปีที่แล้ว

    Hello Héctor how can i get at quick. Book certification? That could be valid in canada

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว

      th-cam.com/video/xzqxwl2U8_M/w-d-xo.html

  • @faizadanial8854
    @faizadanial8854 4 ปีที่แล้ว

    Can you help me to tell about how can I recover journal entry which is deleted and showing in audit log please.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว +1

      faiza danial you need to re-enter it.

    • @faizadanial8854
      @faizadanial8854 4 ปีที่แล้ว

      @@HectorGarciaCPA thanks a million 🙏 blessings

  • @princesstolentino4015
    @princesstolentino4015 5 ปีที่แล้ว

    Hi Hector! Is it possible to undo transaction from synced PayPal and edit it? Like sales

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว

      you can Undo them and re-enter them yes

  • @mukhtiar_ahmed
    @mukhtiar_ahmed 5 ปีที่แล้ว

    Sir for example 12 box + 01 box free

  • @patelmaya8553
    @patelmaya8553 5 ปีที่แล้ว

    Excellent video

  • @paconot
    @paconot 5 ปีที่แล้ว

    Wow, you saved my life!

  • @nicholasvarro7382
    @nicholasvarro7382 4 ปีที่แล้ว

    Thank you so much Hector for teaching us this! I to am not familiar with the "chart of accounts."

  • @dianariyawansa2986
    @dianariyawansa2986 4 ปีที่แล้ว

    Nicely Explained! Hello, in my accounts it doesn't show up bank account type when creating a new chart of accounts, can you add a comment on this :)

  • @cermeyduarte8936
    @cermeyduarte8936 4 ปีที่แล้ว

    Hola podrias por favor hacer este video en Espanol

  • @Joy_Nasor
    @Joy_Nasor 3 ปีที่แล้ว

    Wow

  • @tmcvp4
    @tmcvp4 4 ปีที่แล้ว

    Hi Hector ! I am Ali from Pakistan and I'm also your student? Kindly tell me about Bookkeeping for Amazon Seller Account? If you have any lesson or video for it then send me line. Thanking you in anticipation.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว +1

      I don’t have such a video

    • @MemoriesOfLife-ve1oi
      @MemoriesOfLife-ve1oi 4 ปีที่แล้ว

      QUICKBOOKS FOR AN AMAZON ONLINE STORE by quickbooksdude did it,

    • @tmcvp4
      @tmcvp4 4 ปีที่แล้ว

      @@MemoriesOfLife-ve1oi any link? Quickbook Dude ?

    • @tmcvp4
      @tmcvp4 4 ปีที่แล้ว

      Are you from Pak? Then you can contact me ...?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 ปีที่แล้ว

      @@MemoriesOfLife-ve1oi is a good video: th-cam.com/video/2_-boDKzP2k/w-d-xo.html

  • @don8chill2
    @don8chill2 5 ปีที่แล้ว

    How much you charge to tutor me

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 ปีที่แล้ว

      I dont do tutoring.. but we have training/consulting we offer. Range is $425 to $650, call my office when ready 954-414-1524

  • @hanhuynh7798
    @hanhuynh7798 4 ปีที่แล้ว

    🙂

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    @kathambam9496 3 ปีที่แล้ว

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  • @Shortscreator9099
    @Shortscreator9099 2 ปีที่แล้ว

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